13F HOLDINGS REPORT
Main Street Research LLC
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001420506-25-003188
Total Value
$1.85B
Positions
129
Other Managers
0
Confidential Omitted
No
Holdings (129)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 601,558 | $112.2M | 6.06% |
| 2 | APPLE INC | AAPL | 351,315 | $89.5M | 4.83% |
| 3 | MICROSOFT CORP | MSFT | 168,164 | $87.1M | 4.71% |
| 4 | PALANTIR TECHNOLOGIES INC | PLTR | 455,493 | $83.1M | 4.49% |
| 5 | ROBINHOOD MKTS INC | 770700102 | 539,305 | $77.2M | 4.17% |
| 6 | ALPHABET INC | GOOG | 299,844 | $72.9M | 3.94% |
| 7 | JPMORGAN CHASE & CO. | VYLD | 224,723 | $70.9M | 3.83% |
| 8 | BROADCOM INC | AVGO | 208,426 | $68.8M | 3.72% |
| 9 | META PLATFORMS INC | META | 89,183 | $65.5M | 3.54% |
| 10 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 220,871 | $61.7M | 3.33% |
| 11 | ISHARES TR | 46434V266 | 1,495,000 | $61.5M | 3.32% |
| 12 | VISA INC | V | 177,093 | $60.5M | 3.27% |
| 13 | COSTCO WHSL CORP NEW | 22160K105 | 63,459 | $58.7M | 3.17% |
| 14 | AMAZON COM INC | AMZN | 262,934 | $57.7M | 3.12% |
| 15 | MCKESSON CORP | MCK | 68,892 | $53.2M | 2.88% |
| 16 | NETFLIX INC | NFLX | 42,922 | $51.5M | 2.78% |
| 17 | UBER TECHNOLOGIES INC | UBER | 452,820 | $44.4M | 2.40% |
| 18 | T-MOBILE US INC | TMUSZ | 180,321 | $43.2M | 2.33% |
| 19 | ASML HOLDING N V | ASMLF | 40,434 | $39.1M | 2.11% |
| 20 | MERCADOLIBRE INC | MELI | 15,833 | $37.0M | 2.00% |
| 21 | AMPHENOL CORP NEW | 032095101 | 297,311 | $36.8M | 1.99% |
| 22 | WORLD GOLD TR | GLDW | 466,864 | $35.7M | 1.93% |
| 23 | SPOTIFY TECHNOLOGY S A | SPOT | 50,422 | $35.2M | 1.90% |
| 24 | WALMART INC | WMT | 340,885 | $35.1M | 1.90% |
| 25 | BARCLAYS PLC | BCLYF | 1,694,985 | $35.0M | 1.89% |
| 26 | LINDE PLC | LIN | 73,368 | $34.8M | 1.88% |
| 27 | BOOKING HOLDINGS INC | BKNG | 6,159 | $33.3M | 1.80% |
| 28 | TRANE TECHNOLOGIES PLC | TT | 78,610 | $33.2M | 1.79% |
| 29 | ICICI BANK LIMITED | IBN | 1,051,914 | $31.8M | 1.72% |
| 30 | CAMECO CORP | CCJ | 364,392 | $30.6M | 1.65% |
| 31 | GE VERNOVA INC | GEV | 48,641 | $29.9M | 1.62% |
| 32 | APOLLO GLOBAL MGMT INC | 03769M106 | 217,067 | $28.9M | 1.56% |
| 33 | PROCTER AND GAMBLE CO | 742718109 | 152,748 | $23.5M | 1.27% |
| 34 | FAIR ISAAC CORP | FICO | 8,627 | $12.9M | 0.70% |
| 35 | ISHARES BITCOIN TRUST ETF | IBIT | 190,842 | $12.4M | 0.67% |
| 36 | PALO ALTO NETWORKS INC | PANW | 34,452 | $7.0M | 0.38% |
| 37 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 13,261 | $6.7M | 0.36% |
| 38 | TESLA INC | TSLA | 13,020 | $5.8M | 0.31% |
| 39 | MCDONALDS CORP | MCD | 18,968 | $5.8M | 0.31% |
| 40 | ARISTA NETWORKS INC | ANET | 34,884 | $5.1M | 0.27% |
| 41 | ALPHABET INC | GOOG | 19,661 | $4.8M | 0.26% |
| 42 | AUTODESK INC | ADSK | 14,074 | $4.5M | 0.24% |
| 43 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5 | $3.8M | 0.20% |
| 44 | SCHWAB CHARLES CORP | SCHW-PJ | 34,098 | $3.3M | 0.18% |
| 45 | WELLS FARGO CO NEW | 949746101 | 37,085 | $3.1M | 0.17% |
| 46 | ISHARES INC | 464286392 | 16,721 | $3.0M | 0.16% |
| 47 | ISHARES TR | 46432F834 | 33,188 | $2.7M | 0.15% |
| 48 | EXXON MOBIL CORP | XOM | 24,225 | $2.7M | 0.15% |
| 49 | CHEVRON CORP NEW | CVX | 16,801 | $2.6M | 0.14% |
| 50 | ABBVIE INC | ABBV | 9,517 | $2.2M | 0.12% |
| 51 | JOHNSON & JOHNSON | JNJ | 11,385 | $2.1M | 0.11% |
| 52 | ELI LILLY & CO | LLY | 2,681 | $2.0M | 0.11% |
| 53 | SPDR S&P 500 ETF TR | SPY | 2,654 | $1.8M | 0.10% |
| 54 | CATERPILLAR INC | CAT | 3,081 | $1.5M | 0.08% |
| 55 | 3M CO | MMM | 8,092 | $1.3M | 0.07% |
| 56 | CLOROX CO DEL | CLX | 9,368 | $1.2M | 0.06% |
| 57 | ORACLE CORP | ORCL-PD | 3,836 | $1.1M | 0.06% |
| 58 | ISHARES TR | 46432F859 | 21,228 | $1.0M | 0.06% |
| 59 | MICRON TECHNOLOGY INC | MU | 5,976 | $999,904 | 0.05% |
| 60 | ISHARES TR | 464287200 | 1,450 | $970,485 | 0.05% |
| 61 | INVESCO QQQ TR | IVZ | 1,595 | $957,882 | 0.05% |
| 62 | RTX CORPORATION | RTX | 5,563 | $930,891 | 0.05% |
| 63 | SCHWAB STRATEGIC TR | 808524698 | 34,241 | $790,282 | 0.04% |
| 64 | MERCK & CO INC | MRK | 9,270 | $778,031 | 0.04% |
| 65 | ISHARES TR | 464289511 | 14,165 | $730,064 | 0.04% |
| 66 | AUTOMATIC DATA PROCESSING IN | ADP | 2,478 | $727,293 | 0.04% |
| 67 | CISCO SYS INC | CSCO | 10,472 | $716,488 | 0.04% |
| 68 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 14,715 | $663,634 | 0.04% |
| 69 | STRYKER CORPORATION | SYK | 1,791 | $662,079 | 0.04% |
| 70 | VANGUARD INDEX FDS | 922908363 | 1,057 | $647,230 | 0.03% |
| 71 | BANK AMERICA CORP | 060505104 | 12,538 | $646,850 | 0.03% |
| 72 | BOSTON SCIENTIFIC CORP | BSX | 6,446 | $629,323 | 0.03% |
| 73 | NETEASE INC | NETTF | 4,085 | $620,879 | 0.03% |
| 74 | ACCENTURE PLC IRELAND | ACN | 2,484 | $612,554 | 0.03% |
| 75 | SALESFORCE INC | CRM | 2,518 | $596,766 | 0.03% |
| 76 | ADVANCED MICRO DEVICES INC | AMD | 3,499 | $566,103 | 0.03% |
| 77 | GARTNER INC | IT | 2,153 | $565,959 | 0.03% |
| 78 | VANGUARD INDEX FDS | 922908769 | 1,652 | $542,137 | 0.03% |
| 79 | COLGATE PALMOLIVE CO | CL | 6,699 | $535,518 | 0.03% |
| 80 | COINBASE GLOBAL INC | COIN | 1,553 | $524,122 | 0.03% |
| 81 | HSBC HLDGS PLC | HBCYF | 7,358 | $522,271 | 0.03% |
| 82 | INTUIT | INTU | 752 | $513,469 | 0.03% |
| 83 | CITIGROUP INC | C-PR | 4,894 | $496,741 | 0.03% |
| 84 | ISHARES TR | 464287150 | 3,405 | $495,938 | 0.03% |
| 85 | XYLEM INC | XYL | 3,313 | $488,668 | 0.03% |
| 86 | THERMO FISHER SCIENTIFIC INC | TMO | 996 | $483,080 | 0.03% |
| 87 | CURTISS WRIGHT CORP | CW | 888 | $482,131 | 0.03% |
| 88 | ABBOTT LABS | ABLZF | 3,531 | $472,942 | 0.03% |
| 89 | ADOBE INC | ADBE | 1,270 | $447,993 | 0.02% |
| 90 | HOME DEPOT INC | HD | 1,011 | $409,647 | 0.02% |
| 91 | AT&T INC | T-PC | 14,043 | $396,574 | 0.02% |
| 92 | CROWDSTRIKE HLDGS INC | CRWD | 798 | $391,323 | 0.02% |
| 93 | SHOPIFY INC | SHOP | 2,616 | $388,764 | 0.02% |
| 94 | SMUCKER J M CO | 832696405 | 3,556 | $386,182 | 0.02% |
| 95 | SCHWAB STRATEGIC TR | 808524201 | 14,531 | $382,740 | 0.02% |
| 96 | INTERNATIONAL BUSINESS MACHS | INTR | 1,295 | $365,397 | 0.02% |
| 97 | ISHARES TR | 464287614 | 766 | $358,802 | 0.02% |
| 98 | NORFOLK SOUTHN CORP | 655844108 | 1,181 | $354,784 | 0.02% |
| 99 | COMCAST CORP NEW | CCZ | 11,223 | $352,627 | 0.02% |
| 100 | FORTINET INC | FTNT | 4,190 | $352,295 | 0.02% |
| 101 | HIMS & HERS HEALTH INC | HIMS | 6,200 | $351,664 | 0.02% |
| 102 | MASTERCARD INCORPORATED | MA | 594 | $337,873 | 0.02% |
| 103 | PEPSICO INC | PEP | 2,329 | $327,096 | 0.02% |
| 104 | EBAY INC. | EBAY | 3,576 | $325,237 | 0.02% |
| 105 | TRIMBLE INC | TRMB | 3,883 | $317,047 | 0.02% |
| 106 | ANALOG DEVICES INC | ADI | 1,210 | $297,297 | 0.02% |
| 107 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 640 | $296,794 | 0.02% |
| 108 | TEXAS INSTRS INC | 882508104 | 1,605 | $294,887 | 0.02% |
| 109 | IDEXX LABS INC | 45168D104 | 411 | $262,584 | 0.01% |
| 110 | PAYPAL HLDGS INC | PYPL | 3,854 | $258,449 | 0.01% |
| 111 | DELTA AIR LINES INC DEL | DAL | 4,545 | $257,929 | 0.01% |
| 112 | KLA CORP | KLAC | 235 | $253,471 | 0.01% |
| 113 | SPDR GOLD TR | GLD | 689 | $244,919 | 0.01% |
| 114 | ISHARES TR | 464287549 | 1,932 | $243,335 | 0.01% |
| 115 | DRAFTKINGS INC NEW | DKNG | 6,500 | $243,100 | 0.01% |
| 116 | INTEL CORP | INTC | 7,156 | $240,084 | 0.01% |
| 117 | COCA COLA CO | KO | 3,597 | $238,565 | 0.01% |
| 118 | CHENIERE ENERGY INC | LNG | 1,008 | $236,860 | 0.01% |
| 119 | ISHARES TR | 464287846 | 1,446 | $234,943 | 0.01% |
| 120 | SCHWAB STRATEGIC TR | 808524771 | 8,541 | $224,619 | 0.01% |
| 121 | SCHWAB STRATEGIC TR | 808524805 | 9,606 | $223,628 | 0.01% |
| 122 | AON PLC | AON | 627 | $223,576 | 0.01% |
| 123 | CAPITAL ONE FINL CORP | 14040H105 | 1,016 | $215,981 | 0.01% |
| 124 | TELEDYNE TECHNOLOGIES INC | TDY | 362 | $212,146 | 0.01% |
| 125 | ISHARES TR | 464287523 | 771 | $209,138 | 0.01% |
| 126 | SYSCO CORP | SYY | 2,475 | $203,792 | 0.01% |
| 127 | DATADOG INC | DDOG | 1,416 | $201,638 | 0.01% |
| 128 | PACIFIC BIOSCIENCES CALIF IN | 69404D108 | 142,100 | $181,888 | 0.01% |
| 129 | TMC THE METALS COMPANY INC | TMCWW | 10,000 | $63,700 | 0.00% |